Aspiring financial adviser

Role Summary

The role is to champion customers in achieving their lifetime financial goals. This involves identifying financial needs, providing advice, and recommending “fit for purpose” financial plans and solutions.

Responsibilities Identify customers' financial needs. Provide sound financial advice. Recommend and implement tailored financial plans and solutions. Build and maintain trust and customer relationships. Perform consultative selling, direct selling, and identify sales opportunities. Manage customer feedback and data to improve service. Collaborate with stakeholders and contribute to service quality decisions. Competencies & Skills Building Trust Consultative Selling Customer Feedback Management Customer Focus, Service and Understanding Direct Selling Identifying Sales Opportunities Oral Communications & Probing Questions Qualifying Prospects Sales Data Management Sales Software Strategic Selling Strengthening Customer Relationships Action Oriented, Balances Stake...